Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,337
Closed -$128K 944
2023
Q2
$128K Buy
10,337
+131
+1% +$1.63K ﹤0.01% 866
2023
Q1
$92.5K Sell
10,206
-719
-7% -$6.51K ﹤0.01% 861
2022
Q4
$46.3K Buy
+10,925
New +$46.3K ﹤0.01% 844